Margaret Wheeler Trust 9306 Fbo Society Of Christian Service in Pittsburgh, Pennsylvania (PA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Pennsylvania
| Margaret Wheeler Trust 9306 Fbo Society Of Christian Service | |
| Employer Identification Number (EIN) | 256024130 |
| Name of Organization | Margaret Wheeler Trust 9306 Fbo Society Of Christian Service |
| In Care of Name | Pittsburgh Natl Bank |
| Address | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 03/2006 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Organization terminating its private foundation status under section 507(b)(1)(B) of the Code |
| Tax Period | 12/2012 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $29,145 |
| Amount of Income | $5,734 |
| Form 990 Revenue Amount | $724 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $3,012 | $3,093 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $728 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $6 | |||
| Other | $2,278 | |||
| Total expenses and disbursements | $1,602 | $34 | $0 | $1,548 |
| Compensation of officers, directors, trustees, etc. | $36 | |||
| Total operating and administrative expenses | $306 | $34 | $252 | |
| Contributions, gifts, grants paid | $1,296 | |||
| Excess of revenue over expenses and disbursements | $1,410 | |||
| Net investment income | $3,059 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $29,145 | $35,168 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $28,077 | |
| Other | $1,068 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $29,145 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,278 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $31 |
| Total credits and payments | $40 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $40 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $9 |
| Amount to be credited to 2013 estimated tax | $9 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $34,825 |
| Net value of noncharitable-use assets | $34,300 |
| Minimum investment return | $1,715 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,684 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,684 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $1,432 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Pennsylvania | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Maiden Creek Watershed Association Inc | PO BOX 68, Kutztown, PA 19530-0068 | PA | 2005-12 | $2,205 |
| 2 | Make Peace With Animals Inc | PO BOX 488, New Hope, PA 18938-0488 | PA | 1991-03 | $39,903 |
| 3 | Manheim Twp Youth Football Association, Mtyfa | 1409 Carlton Dr, Lancaster, PA 17601-4907 | PA | 2005-10 | $113,718 |
| 4 | Marcellus Shale Coalition | 24 Summit Park Drive Second Floor, Pittsburgh, PA 15275-1110 | PA | 2010-12 | $9,792,364 |
| 5 | Marcus Hook Plank Log Cabin, Marcus Hook Preservation Society | PO BOX 703, Marcus Hook, PA 19061-0703 | PA | 2008-12 | $14,851 |
| 6 | Margaret Arthur Trust Fbo Kings College | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2010-08 | $750,754 |
| 7 | Margaret Arthur Trust Fbo Wilkes University | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2010-08 | $726,063 |
| 8 | Margaret E Crawford Tr Fob James Evans Finley Memorial Fund, Phg Natl Bank Ttee | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | 2006-03 | $83,834 |
| 9 | Margaret I Hays Uw Trust Fbo Pressley Ridge School | C/O Pnc Bank 620 Liberty Ave No, Pittsburgh, PA 15222 | PA | $1,421 | |
| 10 | Margaret Lienemann Perpetual Charitable Trust | 77 E King St, Shippensburg, PA 17257-1307 | PA | 2010-04 | $865,173 |
| 11 | Margaret Wheeler Trust 9306 Fbo Society Of Christian Service | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | 2006-03 | $5,734 |
| 12 | Margaretha Guebert Trust 03824-00-0 | Pnc Bank Na 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $3,220 |
| 13 | Marguerite Volunteer Fire Department | 138 Continental Dr, Lateobe, PA 15650 | PA | 1994-01 | $101,838 |
| 14 | Marine Corps League | 3930 Naomi Dr, Danielsville, PA 18038-9558 | PA | 1946-07 | $617 |
| 15 | University Of Miami | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $33,102 |
| 16 | Marion M Moran Tr 0805102, Vfw Natl Home Scholarship Fd | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $148,867 |
| 17 | Maron L Mcfadden Trust Uw Fbo Allan Mcfadden Fund For Pittsburgh | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | 2006-03 | $9,302 |
| 18 | Mars Area Chamber Of Commerce | PO BOX 927, Mars, PA 16046-0927 | PA | 2000-05 | $403 |
| 19 | Mary A & Richard J Qualter Fund | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | $47,631 | |
| 20 | Mary Alice Crane For Woodside | Pnc Bank 620 Liberty Avenue No 10th, Pittsburgh, PA 15222-2705 | PA | $206 | |
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